Abacus Global Management

09/02/2026

Abacus Chairman & CEO Jay Jackson has joined the Orlando Dreamers' Local Business Leader Advisory Board ⚾

From the announcement:

"The final addition to the Local Business Leader Board is Jay Jackson, who serves as Chairman and CEO of Abacus Global Management. Headquartered in Orlando, the rapidly growing publicly traded company is a global leader in data-driven asset management and creator of LifeARC™, a proprietary AI-powered lifespan modeling platform transforming the intersection of longevity and finance."

Read the full article: https://www.orlandodreamers.com/post/the-orlando-dreamers-announce-several-additions-to-its-advisory-boards

Bringing Major League Baseball to a city is a total team effort, and we could not be more thrilled with our new, highly accomplished teammates who believe in the Orlando Dreamers mission. Read more about the newest additions to the Orlando Dreamers' Advisory Boards.

https://www.orlandodreamers.com/post/the-orlando-dreamers-announce-several-additions-to-its-advisory-boards

Nick Goody
Rothman Orthopaedics
Florida Compass Group
Abacus Global Management

09/02/2026

"At our Investor Day, Matt Ankrum and I dug into his research on extraordinary companies. Quality leadership, relentless small improvements, real skin in the game. A checklist worth aspiring to."
- Abacus Chairman & CEO Jay Jackson

Read his latest piece:

Sustained growth beats spectacular growth. Here's the research.

09/01/2026

Abacus Investor Day 2026 Recap 🔔

"You're building a data layer, a technology platform, and offering mass customization. That's Amazon. And that's a remarkable expansion in your business opportunity." - James Morrow, Founder & CEO of Callodine Group.

At our Investor Day, three perspectives took the stage for a panel on wealth planning: Chairman & CEO Jay Jackson, CFO & COO Bill McCauley, and James Morrow of Callodine Group.

The topic: the $120 trillion generational wealth transfer, and where Abacus fits in it.

Morrow's framing set the tone. Markets, he said, often struggle to tell the difference between linear and exponential change. Our core Life Solutions business remains a significant opportunity on its own. But the panel's bigger point: the ultimate winners of the AI era will be companies that can apply that technology against proprietary data, and the wealth transfer is one of the largest markets imaginable to apply it to.

That's where LifeARC comes in. Wealth planning today is missing its most important input: how long am I planning for? LifeARC is built to answer it. Bill, who lived on the product side earlier in his career at Transamerica, shared his view that this kind of input could be a game changer for retirement income planning, long-term care reserves, and duration.

The model matters as much as the market. LifeARC's playbook is the one Morrow described: a data layer, a technology platform, and mass customization on top. For a wealth firm, technology-driven organic growth of this kind can be worth years of value creation. For families, it can mean unlocking wealth held inside life insurance policies to enjoy with their heirs. One of those rare wins across the board.

Where it all points: the path we laid out at Investor Day toward our stated 2028 target of $250M in Adjusted EBITDA, driven by continued growth in our core business and an increasing mix of recurring, fee-related earnings from LifeARC, asset management, and wealth management, toward our long-term 70% fee-related earnings target.

Amazon still sells books. We still buy policies. But the story is getting much bigger.

Try out LifeARC: abacuslifearc.com
Watch the full replay: https://youtu.be/Rf7bM6ToIVY?si=GtGnMP9iTgAS0qqw

08/31/2026

Abacus Global Management is honored to serve as the Entitlement Sponsor of the 77 WABC Unforgettable Gala, a once-in-a-lifetime evening marking 25 years since 9/11 and celebrating 250 years of America.

Join us Friday, September 11, 2026 at Cipriani 42nd Street for a night of remembrance, live entertainment, and dancing featuring Tony Orlando, Lee Greenwood, Joe Piscopo, and Vinnie Medugno.

Proceeds benefit the Tunnel to Towers Foundation and the Police Athletic League, Inc.

🎟️ Secure your seats at wabcradiofoundation.org.

📽 Watch the promo: https://youtu.be/REfrOlYdV9o?si=3rlQuFuT3VRSDFn1.

08/27/2026

"Abacus Global Shouldn't Trade Like an Insurance Company." That's the headline from Barron's latest feature on Abacus.

Chairman & CEO Jay Jackson joined The Big Biz Show to discuss the feature, our 25% share of new originations, and why Abacus is a data-powered asset manager, not an insurance company.

Watch the full conversation: https://abacusgm.com/jay-jackson-on-the-big-biz-show-lifearc-longevity-data-the-future-of-asset-management-interview/

08/26/2026

Abacus Investor Day 2026 Recap 🔔

"Nobody can determine definitively exactly how long you're going to live. But we can come pretty darn close to figuring out which distribution you're likely to be in."

At Investor Day, Dr. Jay Olshansky, Abacus Academic-in-Residence, walked through a line first drawn 200 years ago.

Benjamin Gompertz, an actuary, discovered that the human risk of death doubles roughly every 7 to 8 years. That law has never changed in human history, and it likely won't in the lifetime of anyone reading this.

So we ran a test: we took 20 years of Abacus data and plotted it against the Gompertz law of mortality.

It fit.

That's the validation we were looking for. Two decades of real-world outcomes track one of the most famous lines in public health, which means our database isn't just big, it's predictive. And it only gets more valuable with time.

Try out LifeARC: abacuslifearc.com
Watch the full replay: https://youtu.be/Rf7bM6ToIVY?si=ABw_R8WyENfunJb_

08/26/2026

"In 1825, Benjamin Gompertz discovered a law of mortality that still holds true today. At our Investor Day, Dr. Jay Olshansky tested it against 20 years of Abacus data: millions of medical records and real outcomes.

The result? Our data tracks a 200-year-old law of biology almost perfectly. LifeARC isn't built on guesswork. It's built on one of the most validated prediction tools in public health." - Abacus Chairman & CEO Jay Jackson

Read more below.

The Gompertz Law, Abacus data, and the foundation of LifeARC

08/25/2026

"We don't call it lifespan anymore. It's an arc, an arc of probabilities that you're in control of. And everybody's arc is different."

Chairman & CEO Jay Jackson joined The Big Biz Show to break down why planning for the average is broken, and how longevity data changes the game.

Calculate your own arc at abacuslifearc.com.

Watch the full interview: https://abacusgm.com/jay-jackson-on-the-big-biz-show-why-time-changes-the-retirement-equation-interview/

08/24/2026

Abacus Global Management Publishes CIO Analysis on Discount Rate Trends and Updated Valuation Methodology | Press Release

“The discount rate methodology is certainly more appropriate for pools of capital that intend to hold these assets to maturity vs. a pool of capital that houses them temporarily... The Historical Return Method is the right lens for a balance sheet whose role is to originate, warehouse, and sell,” said Elena Plesco, Chief Investment Officer of Abacus Global Management.

Read Elena's full letter below or athttps://ir.abacusgm.com/_assets/_7145d38b86ac47f9157de5654f1b2cdb/abacusgm/db/3542/33031/pdf/Abacus+Valuation+Update+and+Mid-Year+Outlook_August+2026.pdf

Read the full press release here: https://ir.abacusgm.com/news-events/press-releases/detail/198/abacus-global-management-publishes-cio-analysis-on-discount-rate-trends-and-updated-valuation-methodology

08/24/2026

Abacus Global Management Publishes CIO Analysis on Discount Rate Trends and Updated Valuation Methodology | Press Release

Abacus Global Management, Inc. (NYSE: ABX), an alternative asset manager focused on longevity-based assets with data-driven wealth and technology solutions, today announced the publication of a letter from Chief Investment Officer Elena Plesco addressing recent investor questions on interest rate sensitivity and the Company's valuation approach.

Following investor calls held after the Company's second quarter 2026 earnings release, Abacus received frequent questions on two topics: how movements in prevailing discount rates affect the Company's business, and an update to the methodology used to value policies held on its balance sheet.

The letter, titled "Valuation Update and Mid-Year Outlook," addresses both directly, including:

• An explanation of how the discount rate at which Abacus transacts is set by market conditions at the time of sale, and why the Company's realized gains on policy sales have remained within a consistent range across a range of interest rate environments over the past four years;

• Detail on the Company's updated Historical Return Method for valuing policies, effective in the second quarter of 2026; and

• A review of first-half 2026 operating results, including origination volume, capital deployed, and turnover of the Company's policy portfolio.

The full letter is available on the Company's investor relations website here:https://ir.abacusgm.com/_assets/_7145d38b86ac47f9157de5654f1b2cdb/abacusgm/db/3542/33031/pdf/Abacus+Valuation+Update+and+Mid-Year+Outlook_August+2026.pdf